dailypeas

Customer & community support @Kamino | Rock climbing, UFOs & DeFi

[Kamino @kamino]

https://t.co/6ssXyR2JUh

[DeusNero @DeusNero]

So you're telling me.. that I can loop an RWA which generates yield from GPU-backed loans to AI vs USDC up to 5x to generate 25% APY?

AND I can earn Allo points along the way?

[Kamino 中文 @Kamino_ZH]

固定利率现已登陆 @onrefinance 市场。

首发配备 150 万美元流动性，用户可以以 8% 的固定利率借入 USDC（抵押品为 ONyc），期限采用滚动的 30 天制，同时支持 ONyc/USDC 固定利率 Multiply。

链上信贷的未来，已被"锁定"。

[Rachel Conlan @RachelConlan]

I’ve joined @SolanaFndn as Chief Strategy Officer. What excites me is Solana’s position to bring Internet Capital Markets to life: connecting assets, trading and payments on one global network, open to anyone, around the clock.

You can already see it happening: $200M in tokenised equities traded in a single day, with roughly 63% outside US market hours.

My focus is helping drive the next phase of growth, bringing more institutions, enterprises, builders and users into that opportunity.

Thank you to @calilyliu and the team for the warm welcome. Excited to get going. 💜

https://t.co/nCk8YyWvti

[Kamino 中文 @Kamino_ZH]

底层贷款簿规模超过 2.8 亿美元，共 16 笔贷款，借款方均为 AI 基础设施运营商。

每笔贷款都通过破产隔离 SPV（特殊目的实体）进行结构化：SPV 持有 GPU 硬件、包销协议（offtake contract）、托管协议（colocation agreement）和收入账户，https://t.co/rvfzjh9tTy 享有第一顺位求偿权。

在 GPU 硬件完成安装并通过独立验证之前，资金始终由 Wilmington Trust 托管。贷款分三年摊还，初始 70% 的 LTV（贷款价值比）将在第一年内降至约 40%。
https://t.co/rOtVoHCpUw

[Kamino @kamino]

Introducing the tGBP Market on Kamino, curated by @SteakhouseFi.

Sterling-denominated credit is now live on Solana, bringing the British pound to onchain lending.

[Kamino 中文 @Kamino_ZH]

Kamino 上 AUTO 固定利率贷款的发行规模已突破 200 万美元。

链上信贷的未来，已然"固定"。

[Cheryl Chan @cheryldchan]

这一轮 RWA 和前几年最大的不同，是资产上链之后开始真正被用起来：做抵押品、进借贷市场、进结算。

@Kamino 上 RWA 相关资产的占比已经说明了这个变化。@Solana 的 internet capital markets 愿景，正在成为具体的产品和链上数据。

谢谢 @Day1Global @Rubywang 和 @starzq的邀请

[Kamino 中文 @Kamino_ZH]

.@kamino 战略拓展部总监 @cheryldchan 做客 @Day1Global，从机构视角分享了链上金融最新趋势。

Cheryl 的经历横跨传统金融、加密 VC 和链上协议。本期她和 @Rubywang @starzq 聊了聊机构参与链上金融的最新要求、可持续的收益从哪里来、RWA 什么时候才算真正落地等话题。

接下来一周，我们会陆续分享这场高密度谈话中的精华片段。

[Bartega | Kamino @xBartega]

a fixed borrow rate means you know what your loop costs before you open it

kamino now lets you loop @HastraFi's AUTO at a fixed 5.3%, locked for 30 days, rolling over at the same rate when liquidity allows

that's better terms than every variable rate position since july - locked in

for an institution or treasury, a fixed cost turns the return into something you can model for the whole term, which opens up leveraged scenarios that weren't workable before

$2.26M of the first $2.5M has already been borrowed in less than a day

lock in with fixed rates

[Marius | Kamino @y2kappa]

Fixed term without rollover is an extremely bad borrowing product.

Worked a lot to make this be seamless - as long as there is liquidity in the market around expiry time - your loan will simply roll over.

There's a sick new feature coming soon called "Keep Alive" which will simply proactively roll over loans and renew their expiries without waiting for the expiry.

Extremely proud of this product.

[dailypeas @dailypeas]

@lochie_sol What’s your invalidation level?
This bear market was only about a month shorter than the 2018 bear market.
and GL ser, shorting into an weekly uptrend takes balls with $98k the next swing top, hope you win.

[Bartega | Kamino @xBartega]

institutions and users can now secure fixed-term funding at a predictable cost

unlocking liquidity and yield for a defined period and plan repayment around a known maturity

then use auto-rollover to seek a new fixed-rate term at maturity

the future is fixed rate

[Kamino 中文 @Kamino_ZH]

Solana 上最大的 RWA 市场 @onrefinance OnRe Market 规模已突破 3 亿美元。

在 @Kamino 上，你可以将 $ONyc 作为抵押品借出稳定币，或通过 Multiply 金库一键循环杠杆，捕获~17%+的RWA再保险收益。

[Michael Weisz @WeiszM]

We are excited to welcome Galaxy Curation to Kamino.

Galaxy is launching their first curated lending vaults on Solana, with USDC and USDT strategies built on Kamino.

For users, this means direct access to a Galaxy-managed lending strategies on Solana: deposit USDC or USDT, and Galaxy manages how that capital is allocated across Kamino’s credit markets to target risk-adjusted yield from onchain borrowing demand.

The opportunity goes well beyond bringing financial assets onchain; institutional capital needs the same core market functions that underpin traditional finance: capital allocation, credit risk management, liquidity, and distribution. Kamino has spent four years building that infrastructure on Solana, and Galaxy bringing its lending and risk framework onchain is a clear example of what that foundation enables.

[Kamino @kamino]

JUST IN: Michael Weisz joins Kamino as CEO to lead the company’s next phase of institutional expansion in the U.S.

https://t.co/e1vMywMicm

[Kamino @kamino]

We are thrilled to announce Michael Weisz (@WeiszM) as the new CEO of Kamino

After more than a two decades in fintech & private markets, Michael joins Kamino to lead us into our next chapter of institutional growth, and expand Kamino to the US market

A letter from Michael below

[Kamino @kamino]

Introducing xStocks Vaults on @krakenfx, powered by Kamino, @veda_labs, and @SentoraHQ.

Holders can now deposit their xStocks into vaults on Kraken and earn yield denominated directly in that asset, growing their exposure over time.

Now live for SPYx, QQQx, and NVDAx, powered by @chainlink CCIP & Data Streams.

[Kamino 中文 @Kamino_ZH]

1/ xStocks Vaults 正式登陆 @krakenfx，由 Kamino、@veda_labs 和 @SentoraHQ 提供支持。

持有者现在可以将 xStocks 存入 Kraken 的金库，赚取以对应资产本身计价的收益，并随时间推移不断增加敞口。
现已上线 SPYx、QQQx 和 NVDAx，价格预言机由 @chainlink 提供。

[Bartega | Kamino @xBartega]

just another reason to loop to long

$10K gold exposure for one year at 4x at current rates:

hyperliquid - $560 per year + entry & exit fees
kamino - $170 per year

TLDR: loop PAXG on kamino